Purchases and Sales Made in Q4 2021 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.43K+ 20.19% |
$162K - $164K
|
8.48K
$827K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.42K+ 178.89% |
$161K - $163K
|
2.21K
$215K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.4K+ 2.83% |
$159K - $161K
|
50.9K
$4.96M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 2.32% |
$158K - $161K
|
61.3K
$5.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 2.68% |
$157K - $160K
|
53.1K
$5.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.38K+ 0.35% |
$157K - $159K
|
399K
$38.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 54.92% |
$156K - $158K
|
3.88K
$378K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.37K+ 4.97% |
$155K - $158K
|
28.9K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.35K+ 25.54% |
$153K - $156K
|
6.64K
$647K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.35K+ 1.08% |
$153K - $156K
|
126K
$12.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.33K+ 365.66% |
$151K - $154K
|
1.7K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.32K+ 14.05% |
$150K - $152K
|
10.7K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.32K+ 9.9% |
$150K - $152K
|
14.6K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.32K+ 0.45% |
$149K - $152K
|
294K
$28.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.29KNew |
$146K - $149K
|
1.29K
$126K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.29K+ 4.17% |
$146K - $149K
|
32.2K
$3.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.28K+ 8.16% |
$145K - $148K
|
16.9K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.26K+ 69.64% |
$143K - $145K
|
3.06K
$298K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.25K+ 1.58% |
$142K - $144K
|
80.1K
$7.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.24K+ 46.76% |
$140K - $142K
|
3.88K
$378K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1.22K+ 78.59% |
$138K - $141K
|
2.77K
$270K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 0.56% |
$136K - $139K
|
215K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.2K+ 4.11% |
$136K - $138K
|
30.4K
$2.96M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.2K+ 4.22% |
$136K - $138K
|
29.6K
$2.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.17K+ 26.26% |
$132K - $134K
|
5.6K
$546K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.14K+ 11.72% |
$130K - $132K
|
10.9K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.13K+ 14.26% |
$128K - $130K
|
9.06K
$883K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.13K+ 354.89% |
$128K - $130K
|
1.44K
$141K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 0.19% |
$127K - $129K
|
589K
$57.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 24.28% |
$127K - $129K
|
5.72K
$557K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.1K+ 43.06% |
$125K - $127K
|
3.66K
$357K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.51% |
$123K - $125K
|
73.1K
$7.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.08K+ 3.15% |
$123K - $125K
|
35.5K
$3.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.08K+ 0.96% |
$123K - $125K
|
113K
$11M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.07K+ 2.15% |
$122K - $124K
|
51K
$4.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
1.07K+ 54.87% |
$121K - $123K
|
3.02K
$294K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.04K+ 15.06% |
$118K - $120K
|
7.98K
$777K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.04K+ 8.0% |
$118K - $120K
|
14.1K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
1.03K+ 41.24% |
$117K - $118K
|
3.52K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.02K+ 8.42% |
$116K - $118K
|
13.1K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.02K+ 0.74% |
$115K - $117K
|
139K
$13.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$113K - $115K
|
1K
$97.5K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1KNew |
$113K - $115K
|
1K
$97.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
996New |
$113K - $115K
|
996
$97.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
961+ 39.98% |
$109K - $111K
|
3.37K
$328K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
958+ 4.85% |
$109K - $110K
|
20.7K
$2.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
952+ 0.78% |
$108K - $110K
|
123K
$12M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
942New |
$107K - $109K
|
942
$91.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
932+ 2.0% |
$106K - $107K
|
47.6K
$4.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
926+ 18.53% |
$105K - $107K
|
5.92K
$577K
|